Russell Investments Group
SIVB

Russell Investments Group’s SVB Financial Group SIVB Stock Holding History

Russell Investments Group’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-1
Closed -$1 – 3591
2023
Q1 		$1 Sell
1
-31,481
-100% -$8.84M ﹤0.01% 3282
2022
Q4 		$7.28M Sell
31,482
-824
-3% -$205K 0.02% 910
2022
Q3 		$10.9M Sell
32,306
-7,527
-19% -$3.03M 0.02% 722
2022
Q2 		$15.8M Buy
39,833
+4,594
+13% +$2.16M 0.03% 588
2022
Q1 		$19.8M Sell
35,239
-22,624
-39% -$13.7M 0.03% 569
2021
Q4 		$39.3M Buy
57,863
+4,035
+7% +$2.84M 0.06% 360
2021
Q3 		$34.9M Buy
53,828
+11,525
+27% +$6.68M 0.06% 390
2021
Q2 		$23.5M Buy
42,303
+7,727
+22% +$4.29M 0.04% 535
2021
Q1 		$17.1M Buy
34,576
+1,560
+5% +$767K 0.03% 663
2020
Q4 		$12.8M Sell
33,016
-2,745
-8% -$889K 0.03% 714
2020
Q3 		$8.56M Buy
35,761
+6,219
+21% +$1.46M 0.02% 838
2020
Q2 		$6.28M Buy
29,542
+207
+0.7% +$39.9K 0.01% 975
2020
Q1 		$4.47M Sell
29,335
-16,700
-36% -$3.68M 0.01% 1024
2019
Q4 		$11.5M Sell
46,035
-13,754
-23% -$3.13M 0.02% 791
2019
Q3 		$12.4M Buy
59,789
+25,703
+75% +$5.39M 0.02% 746
2019
Q2 		$7.62M Buy
34,086
+6,423
+23% +$1.49M 0.01% 1017
2019
Q1 		$6.15M Sell
27,663
-4,072
-13% -$948K 0.01% 1132
2018
Q4 		$6.03M Sell
31,735
-1,773
-5% -$434K 0.01% 1046
2018
Q3 		$10.4M Sell
33,508
-4,330
-11% -$1.37M 0.02% 915
2018
Q2 		$10.9M Buy
37,838
+5,242
+16% +$1.54M 0.02% 862
2018
Q1 		$7.8M Sell
32,596
-745
-2% -$187K 0.01% 1105
2017
Q4 		$7.92M Sell
33,341
-5,030
-13% -$1.07M 0.01% 1099
2017
Q3 		$7.18M Buy
38,371
+977
+3% +$172K 0.01% 1098
2017
Q2 		$6.57M Sell
37,394
-10,283
-22% -$1.84M 0.01% 1098
2017
Q1 		$8.88M Sell
47,677
-14,869
-24% -$2.7M 0.02% 933
2016
Q4 		$10.7M Buy
+62,546
New +$8.97M 0.02% 821

Other funds holding SIVB

SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
GFA
Gifford Fong Associates Lafayette, California $501M AUM 32.77% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
TAM
Tucker Asset Management Littleton, Colorado $343M AUM 17.55% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
EWP
Elevation Wealth Partners Santa Rosa, California $334M AUM 26.48% 1-Year Est. Return

Russell Investments Group's SIVB Position: Q2 2023 in Review

Russell Investments Group sold out of SVB Financial Group (SIVB) in Q2 2023, closing a stake of 1 share — an estimated $1 sold.

Russell Investments Group first reported a position in SIVB in Q4 2016 and held it in 26 quarters. The position peaked at $39.3M in Q4 2021. 22 funds tracked by Wall St. Rank hold SIVB as of Q2 2023.

  • Russell Investments Group reported no remaining SVB Financial Group position as of Q2 2023 after selling out during the quarter.
  • Russell Investments Group sold 1 SVB Financial Group share in Q2 2023, an estimated $1.
  • Russell Investments Group first reported a position in SVB Financial Group in Q4 2016 and held it in 26 quarters.
  • Russell Investments Group's SVB Financial Group position peaked at $39.3M in Q4 2021.
  • 22 funds tracked by Wall St. Rank held SVB Financial Group as of Q2 2023.

Based on Russell Investments Group's 13F filing for Q2 2023, filed 10 Aug 2023.